SSIS Components for Zoho CRM

Build 25.0.9434

Cases

Handles customer service requests with fields for priority, SLA, and resolution notes.

Table-Specific Information

The Cases table is only accessible when connected to a ZohoCRM Enterprise Edition account. If using a different edition, this table may not be available.

Select

This table supports COQL for filtering, meaning that most filters comparing columns to values are submitted server-side.

Insert

The following example demonstrates a basic insert operation: 

-- Insert a new case with an email address, a medium priority, and a subject
INSERT INTO Cases (Email, Priority, Subject) VALUES ('[email protected]', 'Medium', 'A simple test case')

Required fields: Subject is required. It is recommended to also include fields such as Email and Priority to provide additional case context.

Any field which is not read-only (ReadOnly = false in the table schema) can be inserted.

Delete

You must specify the Id column in the WHERE clause to delete a record. The following example demonstrates a delete operation: 

-- Delete a case by its unique ID
DELETE FROM Cases WHERE Id = '3152079000000153079'

Update

You must specify the Id column in the WHERE clause when executing an update against this table. The following example demonstrates an update operation: 

-- Update the priority field for a specific case using its ID
UPDATE Cases SET Priority = 'Low' WHERE Id = '3152079000000473022'

Required fields: Id is required. The update must target a specific record.

Any field which is not read-only (ReadOnly = false in the table schema) can be updated.

Columns

Name Type ReadOnly Description
Id [KEY] String True

Unique identifier for the case.

CaseReason String False

The reason or issue type for the case.

CaseNumber String True

The assigned case number.

CaseOwner_Id String False

Identifier of the user who owns the case.

CaseOwner_FirstName String True

First name of the user who owns the case.

CaseOwner_LastName String True

Last name of the user who owns the case.

CaseOwner_Email String True

Email address of the user who owns the case.

CaseOwner_Name String True

Full name of the user who owns the case.

Status String False

Current status of the case, such as Open or Closed.

ProductName_Id String False

Identifier of the related product.

ProductName_Name String True

Name of the related product.

Priority String False

Priority level of the case.

Type String False

Type of the case, such as question or issue.

CaseOrigin String False

Source from which the case originated, such as phone or email.

Subject String False

Subject line describing the case.

RelatedTo_Id String False

Identifier of the related record, such as a contact or lead.

RelatedTo_Name String True

Name of the related record.

AccountName_Id String False

Identifier of the associated account.

AccountName_Name String True

Name of the associated account.

DealName_Id String False

Identifier of the related deal.

DealName_Name String True

Name of the related deal.

No.ofcomments Int True

Number of comments associated with the case.

ReportedBy String False

Name of the person who reported the case.

Email String False

Email address of the person who reported the case.

Phone String False

Phone number of the person who reported the case.

CreatedBy_Id String False

Identifier of the user who created the case record.

CreatedBy_FirstName String True

First name of the user who created the case record.

CreatedBy_LastName String True

Last name of the user who created the case record.

CreatedBy_Email String True

Email address of the user who created the case record.

CreatedBy_Name String True

Full name of the user who created the case record.

ModifiedBy_Id String False

Identifier of the user who last modified the case record.

ModifiedBy_FirstName String True

First name of the user who last modified the case record.

ModifiedBy_LastName String True

Last name of the user who last modified the case record.

ModifiedBy_Email String True

Email address of the user who last modified the case record.

ModifiedBy_Name String True

Full name of the user who last modified the case record.

CreatedTime Datetime False

Date and time when the case record was created.

ModifiedTime Datetime False

Date and time when the case record was last modified.

Tag String False

Tags assigned to the case.

Description String False

Detailed description of the case.

InternalComments String False

Internal-only comments about the case.

Solution String False

The resolution or solution for the case.

AddComment String False

Field used to add a new comment to the case.

Comments String True

Public comments added to the case.

RecordId Long True

Internal identifier for the record.

Locked Bool True

Indicates whether the case is locked for editing.

LastActivityTime Datetime False

Timestamp of the last activity on the case.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
DuplicateCheckFields String

Fields used to detect duplicate records during an upsert. The REST API supports multiple fields; the BULK API supports only one.

Trigger String

Used to trigger automation rules during case creation.

CustomViewId Long

Custom view identifier for filtering the case record. Works when the useCOQL parameter is set to false.

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Build 25.0.9434